Vested Financial Planning, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists the firm's principal, Thomas Lo, as the authorized signatory for the filing, which was submitted on October 28, 2026.
The filing details a portfolio consisting of 40 distinct equity securities. The largest position in the portfolio is Alphabet Inc., Class C Capital Stock, held at a quantity of 6,224 shares. Apple Inc. follows as the second-largest holding with 8,447 shares.
The portfolio is heavily weighted toward exchange-traded funds (ETFs). Significant positions include Dimensional ETF Trust funds, such as the US Corporate Equity 2 ETF with 1,006,486 shares, the World Ex US Core ETF with 553,549 shares, and the National Municipal Bond ETF with 74,713 shares. The firm also holds substantial shares in the Vanguard S&P 500 ETF Shares (24,542 shares) and the Vanguard Tax-Managed Funds Van FTSE Dev MkT (9,430 shares).
Other notable individual stock holdings include Roblox Corp. Class A with 6,583 shares and J.P. Morgan Exchange Traded Fund BetaBuilders US with 7,135 shares. The firm also holds various other ETFs, including the iShares Core S&P 500 ETF, the iShares Core International Aggregate Bond ETF, and the Schwab Strategic Trust Municipal Bond ETF.
